Thursday, 10 October 2013 18:39 Written by Don't delete
Each month Financial Planner interviews a leading Financial Planner to ask him or her to share best practice from their business and the story of how they and their colleagues built their company. This issue we talk to Ivan Hutchings CFPCM of Adrian Smith and Partners, West Midlands.
The annuity market in the US has declined as more people move towards more flexible retirement options such as income drawdown but will the same happen here? Some experts seem to think so. Baby boomers starting to enter retirement in the UK will herald an unprecedented boom in demand for income drawdown, believes Standard Life's Alastair Black.
Thursday, 15 August 2013 13:22 Written by Don't delete
Nicola Coates CFPCM from Turcan Connell advises a middle-aged couple on the tax planning and investment options open to them on the death of the husband's father. It's a bequest that requires careful handling.
Thursday, 15 August 2013 13:13 Written by Don't delete
Each month Financial Planner interviews a leading Financial Planner to ask him or her to share best practice from their business and the story of how they and their colleagues built their company. This month we talk to Noel Farrelly FIFP CFPCM from Index Wealth Management in the West Midlands.
Regulation and best practice issues are spurring the evolution of wrap and platform usage for Financial Planners as they adapt to a new post-RDR environment. Laura Dew talks to some leading Financial Planners about how their use of platforms is changing.
Good Financial Planning can be worth its weight in gold but how do you define the actual value of advice in the investment process, the so-called "Gamma" factor that adds extra performance to a portfolio through picking the right funds and avoiding investment mistakes such as excessive risk.
Increased regulation and competition is spurring consolidation in the Sipp sector but what will the future hold? By Sally Hamilton.
Tuesday, 23 July 2013 15:05 Written by Don't delete
David Gibson CFPCM of Gibson Financial Planning helps a young couple to think and plan ahead for their future as they adjust to the arrival of family life after the birth of their son.
Tuesday, 23 July 2013 11:55 Written by Don't delete
Each month Financial Planner interviews leading planners, asking them to share best practice and the story of their firm's growth. This month we speak to Adrian Pickersgill CFPCM from Chatfield Private Client in Birmingham.
Tuesday, 25 June 2013 11:43 Written by Don't delete
Each month Financial Planner asks a leading Financial Planner to share best practice from their business and the story of how they built their company. This issue we talk to James Harvey CFPCM of James Harvey Associates.
Julie Lord FIFP CFPCM looks after an elderly widowed client who always left the finances to her husband and now needs help understanding how she can spend the money to help her family.
In the post-RDR world, helping clients with their investment decisions has never been more important but how can Financial Planners and wealth managers keep up with the competition and follow best practice at the same time?